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How to Update a Custom Field Value via a Link (RSVP)

In WeezCrew, you can enable volunteers or staff members to answer a question or confirm details (such as confirming attendance, accepting an volunteer agreement, or choosing a meal) directly from an email with a single click using unique update links (RSVP).

Step 1: Create and Configure the Custom Field

  1. Navigate to Options > Custom Fields.

  2. Create a new custom field or edit an existing one.

  3. Mandatory Format: Select the Dropdown List type for your response choices (e.g., options: Yes and No).

  4. Switch to Advanced Mode in the field configuration settings.

  5. Enable the setting: Update via link ("The value of this field can be updated by members via a link").

  6. Save your custom field.

Step 2: Insert Action Links into an Email Campaign

  1. Open the Campaigns module and compose your email (e.g., Charter Acceptance or Attendance RSVP).

  2. In the campaign settings, enable the option: Create a unique link to assign a value to a custom field.

  3. Select Field and Target Value:

    • Choose your custom field from the dropdown menu.

    • Select the specific value that the link should assign upon click (e.g., the value Yes).

  4. Generate and Embed the Link Variable:

    • WeezCrew automatically generates the dynamic link variable.

    • Insert this variable as a hyperlink on text or an action button in your email body (e.g., "Click here to confirm attendance").

  5. (Optional) Repeat the procedure to generate a second link assigning the alternative response (e.g., a button labeled "Click here to decline" assigning the value No).

Step 3: Member Experience and Response Tracking

  • User Experience: When clicking the link in their email, the member is redirected to a dedicated confirmation webpage where their response is recorded with one click, without requiring a login or password.

  • Real-Time Data Sync: The chosen response immediately updates the corresponding custom field on the member's profile.

  • Review and Filter Results:

    1. Open the Members module.

    2. Click Edit Columns and enable the column for your custom field to display responses across your main roster.

    3. Apply filters to segment individuals who confirmed Yes, declined with No, or have not yet responded to send targeted follow-up reminders.

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